✅ Includes:

• QuickBooks Online subscription (paid & managed by us)

• Monthly financial reports (Profit & Loss, Balance Sheet)

• Monthly review meeting to discuss business finances

• Bank & credit card reconciliation

✅ Best for businesses with:

• Up to 100 transactions per month

• One bank account & one business credit card

• No Accounts Payable (AP), Accounts Receivable (AR), or inventory management needed

✅ Includes:

• QuickBooks Online subscription (paid & managed by us)

• Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement)

• Monthly strategy meeting to review finances & insights

• Bank & credit card reconciliation

• Accounts Payable & Accounts Receivable tracking (invoice & bill management)

• Cash flow monitoring & expense tracking

✅ Best for businesses with:

• 100-250 transactions per month

• Multiple bank accounts or credit cards

• Accounts Payable (AP) & Accounts Receivable (AR) to track

• Growing businesses that need financial insights & strategy

We provide comprehensive tax preparation services for individuals, including those who own small businesses, rental properties, or receive income from partnerships, LLCs, and S corporations. Whether you're a freelancer, self-employed, or a business owner, We can help ensure your taxes are filed correctly while maximizing your value and minimizing liabilities.

Need to get your books in order? Whether you're behind on bookkeeping, fixing past mistakes, or preparing for tax season or a loan application, We will help clean up and organize your financials so you’re ready for the next step! Let’s get your records accurate, up to date, and lender-ready!